Posted by Nicol Razon · Aug 03, 2023 at 8:59 PM

ONBOARDING notes 8/3/ - NR

Date: 8/3/23
Time: 12:30 PM MT-
Attendees: NR, John DiBella, CZ intro, Alison (admin and call center, Karen's right hand), Karen (ops manager)

Micro-Site/Website URL: TBD

Services:
-Service #1 - Semaglutide

(-Service #2 - MMJ cards?
-Service #3 - HRT ??)

Key Notes:

Out of Florida. prescriptions for weygovy and ozempic, no compound.
out of pocket only, no insurance
119/for first appt w/ the doc then 89/"follow up" which is blood work/labs. they pay their docs hourly so getting 4 in an hour is what they are looking for. (mega leads)
they have a call center of 12 ppl who answer the phones and a funnel that can lead to booking w/ the docs. Do they know we don't traditionally build a funnel like that? I'm not sure their call team is staffed for returning call leads.
Plushcare who is a competitor in FL, and who's process they moved through, is selling 129/99. they are national. They do monthly or bi-monthly appointment follow ups. thinking of doing something similar.
want to cover the entire state of FL but w/ just a 2000 budget will need to being in just one market then expand. Look into: Tallahassee "bit backwater, but has 2 universities" Jacksonville, Lakeland, NOT Tampa, Miami might be too saturated.
will be working w/ a company, Cardinal digital, for rebranding because looking to expand telehealth buisness into anything that can be offered telehealth - MMJ, GLP-1, HRT, TLP (?) like Angelic
Stay away from medspa look and feel on site. stay with health and wellness feel. Push the health benefits like get visceral fat not just subcutaneous fat. Away from the beauty thing.
current site is static php not wordpress. He has a developer that we can work with. tell the developer what we want to change, and they will change it. lol he is not trying to have us take of those sites. I said I'd inquire w/ our team. Alyssa Ivonne , do our developers ever work on PHP sites?

Ad Budget Notes:
Service #1- Semaglutide - Demo Content

Recommend a budget of $2000 per month on META Ads- Client approved which market? two smaller towns? where success?

Specials:

Service #1- Semaglutide
Ad targeting: which city? -? Miles:

TBD Client approved

Info Gathered:
Current Website URL: https://sanctuarywellnessinstitute.com/
Micro-Site URL: N/A
Domaine Registrar: N/A
Hosting: N/A
Google Adwords ID:

Google Analytics:
Google My Business:
Facebook Page - ID -
FB Ad Manager: John DiBella - 731112384536999
Current FB page: https://www.facebook.com/TheSanctuaryatChesterSprings
Main Phone Number: (484) 802-4108 - John's cell phone
Contact 1: John DiBella jdibella@sanctuarywellnessinstitute.com- contact for 1st front desk training.
Contact 2: 4848830474 - Karen kdegarma@sanctuarywellnessinstitute.com - coordinate w/ Karen for FDT
Contact 3: Alission - 484-769-8857 allison@sanctuarywellnessinstitute.com
Office Location: 122 Pottstown Pike Chester Springs, PA 19425, USA
Financing: no
Insurance: no
Following Treatments Free Consults: no, TBD

Awards & Recognitions for Campaign Pages: Dr. Grenato some experience no board certification.

Lead notifications: info@sanctuarywellnessinstitute.com

Website desired Aesthetic Ivonne : likes the models used in Weygovy's page . Does NOT want models as used for a medspa (showed him Haus' page "great for medspa, I get it, not for me")

Also wants to include men in ads and on landing page site. Does NOT like: black and gold look, does NOT like the beauty look. Wants to maintain the colors and logo for their current brand on https://sanctuarywellnessinstitute.com/. I told him that our creative team may be changing the green in the branding and getting it closer to what a medical site traditionally has v. a MMJ site. He still does not know where the ads will go to. If it is Tallahassee, there is 50/50 white and black demographics. If it is Jacksonville, it's 70/30. So that will likely play a role in models chosen too. https://lifefireweight.com/pricing site is ok but he hates the color.
Likes this current layout: https://sanctuarywellnessinstitute.com/
Does NOT like this old layout: https://sanctuarywellnessinstitute.com/cannabis/pa-medical-marijuana-card.php

https://watch.screencastify.com/v/ZQyXhjlD2Er0AdmrwwbT

call w/ cz - if the lead doesn't pay online, is there a way for someone to call back and follow up?
$25/off doc visit
2nd page book online
then try and collect money.
LP needs to be different but 1st step is the same. 'chat w/ the doctor today'. collect lead then go to calendar ->

Awesome! Thx